Research Report : Indian Financial Markets Outlook - 14th August 2025

Ravi Bhatt

Sebi Registered Research Analyst - INH000012591
Website - www.capsavaj.com 

All eyes on Trump Putin meet tomorrow, Indian markets remain cautious

Asian Pacific markets traded in a narrow range at Thursday’s open, easing after three days of gains driven by bets on a Federal Reserve interest rate cut next month. The MSCI Asia Pacific Index fell 0.2% as stocks in Japan retreated 1% in the morning trade. Markets are keeping close watch on Trump – Putin meet tomorrow in Alaska as likely ceasefire will be welcomed globally.

US and European index futures were little changed during morning hours after a record closing on Wall Street. S&P 500 futures was down 0.1%. The GIFT Nifty is down 0.11% or 26.5 points at 24,684 in the morning, indicating a flat open for the benchmark Nifty 50. Earlier, the NSE Nifty 50 ended 131.9 points or 0.54% higher at 24,614.3 and the BSE Sensex ended 304.3 points or 0.38% up at 80,539.9. The NSE Nifty 50 rose as much as 0.72% during the day.

Fundamental Update

• BPCL - Q1FY26 (QoQ) Revenue up 1.2% to Rs 1.13 Lakh crore versus Rs 1.11 Lakh crore. Ebitda up 24.4% to Rs 9,663 crore versus Rs 7,765 crore. Positive

• Jubilant Foodworks - Q1FT26 (YoY) Revenue up 17% to Rs 2,261 crore versus Rs 1,933 crore. Ebitda up 14.3% to Rs 438 crore versus Rs 383 crore. Positive

• Vishal Mega Mart - Q1FY26 (YoY) Revenue up 21% to Rs 3,140 crore versus Rs 2,596 crore. Ebitda up 25.6% to Rs 459 crore versus Rs 366 crore. Positive

• Dredging Corp - Q1FY26 (YoY) Revenue up 60.6% to Rs 242 crore versus Rs 151 crore. Ebitda at Rs 46.9 crore versus Rs 12.3 crore. Positive

Technical Update

• NIFTY - Nifty continued rangebound trading with over 100 points gain to settle above 24,600 at 24,619 on Wednesday. Market is likely to remain in narrow range ahead long weekend. Index has support at 24,500 while resistance at 24,700.

• BANKNIFTY - Bank nifty remained weak and could not hold early gain to settle slightly lower at 55,181 on Wednesday. Index has support at 55,000 while 55,450 is near term resistance. Today’s range – 55,000 – 55,450.

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